The Milk Business

Jack Kennedy

A dairy specific agribusiness podcast discussing the global dairy business highlighting dairy consumer trends, milk supply and demand, and new product development.

  1. Episode 1

    The Protein Rush

    Jack Kennedy talks with Professor Patrick Wall about the global protein rush and how weight loss drugs are part of the driver for increased dairy protein consumption globally. We hear from dairy farmers around the world. We profile a new product produced by Lactalis onsale in the United States and we discuss the latest milk market moves.

    52 min

  2. Episode 2

    The Protein Rush part 2

    In part two of the Protein Rush Jack Kennedy chats to Professor Paddy Wall about the Food First Strategy in China, how the Chinese infant formula market fundamentally changed, and we ask can you overload on protein consumption?

    49 min

  3. Episode 3

    The Protein Rush part 3

    In the first two parts of the Protein Rush we talked about the dairy protein revolution that is sweeping across the world at the moment. In this episode, part three, and the final episode in this Protein Rush series, we dig into how the demand for protein is changing the commercial reality for dairy businesses with Aoife Murphy, Chief Commercial Ingredients executive with Tirlan in Ireland. Aoife has worked with Glanbia and Tirlan and both are huge global players in the protein game.

    44 min

  4. Episode 4

    Reacting to the GLP1 tsunami

    On this episode of The Milk Business Jack Kennedy talks to Dr Maha Tahiri, a global nutrition consultant on how companies should react to the 'GLP1 Tsunami' that is engulfing consumers the world over. We also hear from farmers around the world to get a handle on global milk supply. Dairy Farmers of America have just launched a new product called MULU - we preview it and talk about increasing costs of milk processing.

    45 min

  5. Episode 5

    Ultra processed dairy products - a challenge or a myth?

    On this weeks show we talk to Dr Maha Tahiri about first understanding what is meant by 'Ultra-processed', and secondly, what challenges are presented to the dairy industry by this process. She has some very clear advice for companies and also some great insights into how to address the issue. We also have a 'Insight special' on Chobani - the American company that has revolutionised the yoghurt category in the US and is now setting its sights on the coffee market.

    34 min

  6. Episode 6

    Where next for Fonterra post consumer sell off?

    Fonterra, the heavyweight dairy giant headquartered in New Zealand, is starting out on a new chapter without a consumer business. It is now setting out it's stall as a high tech protein business driven by an ingredients powerhouse. Will it work? Is there merit to this new strategy? In this episode we ask Leonie Guiney, ex director of Fonterra and now shareholder and farmer in the South Island of New Zealand her thoughts on the new vision and strategy.

    42 min

  7. Episode 7

    The global milk supply glut - what happens next?

    This week on the milk business podcast we report from the 2026 Dairy Industry Newsletter annual conference in London. A host of global experts gathered to discuss what they expect to happen to global milk supply as commodity dairy prices and milk prices to farmers mean some of the actual farmgate milk prices are some of the worst experienced for the last 20 years. We also hear from suppliers around the world as they describe the key issues impacting in their region.

    28 min

  8. Episode 8

    Understanding how privately owned European milk companies operate

    The majority of European milk is purchased by co-operatives (c.60%), however, a large chunk of milk produced in major European milk producing countries such as France, the UK and Germany is purchased by private companies.  One of the key differences between private and co-operatives entities is that milk suppliers are not the owners of the business, and hence processing investment decisions, milk payment decisions and retained earnings for growth are in the hands of private owners not milk suppliers.  Frischli, is a German private milk processing company and is one of the most modern and high performance dairies in Germany. For over 125 years, the owner-managed company has produced dairy products, which fulfil the highest standards for quality, sustainability and taste. Processing over 1 billion litres of milk annually it has business in retail, food service and export markets. With over 1,000 employees across four processing sites it processes milk from over 750 German farmers. This week I sat down with executives from Frischli to discuss how the business runs as it celebrates 125 years in business.

    36 min
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About

A dairy specific agribusiness podcast discussing the global dairy business highlighting dairy consumer trends, milk supply and demand, and new product development.

Information

  • Creator
    Jack Kennedy
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Jack Kennedy

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